Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Plaisted is a financial advisor with over 20 years of experience in the industry. Erik is currently registered with Osaic Wealth, Inc. in Minnesota, Arizona, California, Colorado, Florida, Nevada and Wisconsin. Previously, Erik was a registered representative with Woodbury Financial Services, Inc., Linsco/Private Ledger Corp., SII Investments, Inc., FSC Securities Corporation, Charles Schwab & Co., Inc. and Norwest Investment Services, Inc. Erik holds the Series 63, Series 65, Series 7 and SIE securities licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
01/19/2024 - Present
Osaic Wealth, Inc. (SAVAGE MN)
MN
07/24/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAVAGE MN)
MN
01/29/2003 - 05/17/2007
LINSCO/PRIVATE LEDGER CORP. (SAVAGE MN)
WI
02/05/2002 - 01/30/2003
SII INVESTMENTS, INC. (APPLETON WI)
GA
11/19/2001 - 12/21/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
TX
12/17/1999 - 11/07/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
01/07/1999 - 10/29/1999
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
ME
04/15/1998 - 04/07/1999
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
IA
Issued 3/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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